I have a new Primary Care Physician with a different title – “Concierge Physician (CP)”. The title brings with it a new format to my healthcare relationship. My CP is Dr. Rosen in Calabasas who is on a monthly retainer to care for my family. Concierge Medicine is an exclusive […]
The “work first, life second” mantra guides too many of us these days. This report explores how your clients and prospective clients can reclaim their time and create a fulfilling life for themselves and their loved ones.
Good Morning 360° Family Office Members and Friends and Happy Thursday! We hope everyone is happy and healthy! A friend sent me this note today and I really appreciated it and wanted to share it with you… We know that working from home and practicing social distancing may have its challenges. Luckily companies […]
The challenges of estate planning are being exacerbated by the growing phenomena of ‘gray divorce,’ or the breakup of marriages among couples who are over 50 years of age. Conflict among family members and other heirs already is the biggest stumbling block to successful estate planning and divorce among older […]
Unlike traditional health insurance, these plans do not “insure” people but rather “share” healthcare costs among a large pool of people. Members pay into the system and upon receiving a bill from their physician other members of the plan will contribute to help pay the bill. Does Faith-Based Healthcare Cover […]
Health care is on the move, with high costs of drugs the primary target and cancer and related disease are close behind. The trend is called “personalized medicine” and it starts with getting your DNA story told (aka Genome Sequencing). This is a small step with big implications for pharmacy […]
Starting a conversation with parents about their estate and after-life plans can be a daunting notion. Is it my business? Will Mom or Dad misunderstand my motive?
It All Starts with a Plan. The 360° Family Office is about understanding your Family Offices vision of success, transforming obstacles into actions and executing solutions. Here are the 5 steps to enjoying confidence and clarity. 1. Discover – The first and most important step in the process is to […]
A recent blog post on 360WR offered a discussion about our investment philosophy relying on the concept of reversion to the mean (everything returns to its average). This past week delivered a new way of considering why. An interesting article in an industry journal poised the question – what fundamental […]
Important report on how owners of family businesses can balance family values with the financial realities of entrepreneurship This report is all about how to minimize conflict in a family business by using a process to make thoughtful decisions—ones that strike the right balance between the needs of family members […]